See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,568 | $25,014-93.7% | $69,647-97.7% | $80,856-98.1% |
| Participation rate | 86.8% | 64.2%+22.5pp | 66.5%+20.3pp | 67.6%+19.2pp |
| Annual return | 18.88% | 19.07%-0.2pp | 100.48%-81.6pp | 35.59%-16.7pp |
| Employer contribution / active EE | $409 | $993-58.8% | $1,712-76.1% | $2,755-85.1% |
| Participant deferral / active EE | $1,271 | $1,839-30.9% | $2,886-56.0% | $4,296-70.4% |
| Admin fee / account holder | $153 | $2,488-93.8% | $4,713-96.8% | $6,918-97.8% |